Exhibitors

We're a technology consulting firm providing accountants and bookkeepers guidance on staying compliant. We provide cyber security protection solutions to all firms. We make data and network security compliance simple for accountants and CPAs.

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You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant Connect℠.

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We’re a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate post-filing issues.

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We make the incorporation, LLC filing, payroll and state tax registration, and annual corporate compliance filing process simple for accountants, bookkeepers, CPAs, enrolled agents, lawyers and tax professionals in all 50 states! You can partner with us and get wholesale discounted pricing as a “white label” reseller or refer your clients to us and receive a commission.

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We are NATP’s preferred online payment solution developed specifically for tax firms, giving you a professional way to accept credit, debit, and ACH payments. Give clients the options they want, while you get real-time reporting for easy, accurate reconciliation. Trust the experts for a solution that’s used by 50,000 professionals.

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Drake Software provides software solutions to over 70,000 tax and accounting firms that file more than 40 million tax returns every year. Known for its award-winning customer service team, Drake is also consistently recognized for excellence in quality, value, and reliability. The company has continued to expand product offerings, integrations, and customer-service efforts

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Engineered Tax Services is one of the only professionally licensed engineering firm, we must meet and exceed the professional standards set by our National Board. With over 20 years in business, you can rest assured that you will get the highest level of service and professionalism coupled with the highest possible tax savings.

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We provide a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office. Our dynamic payments platform delivers tailored options that include refund transfers (low cost, high rebates, and taxpayer advances with no cost to the tax preparer), ERO loans, and seasonal-priced credit and debit card processing options.

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ERC Provider is an affiliate of ERC Specialists, a specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for small businesses affected negatively by COVID-19.

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GetNetSet is proud to be NATP’s website building Affinity Partner since 2010. GetNetSet develops professional websites with tax resources, newsletter, helpful links, and even a secure client portal to upload and download PDFs, QuickBooks files, etc., with clients. GetNetSet also offers social media marketing services - exclusively for tax professionals.

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More EAs have used Gleim to pass the Enrolled Agent exam than all other prep courses combined. The best-selling Gleim EA Review includes access to the largest test bank, an Access Until You Pass™ Guarantee, and personalized support. Learn why more EAs choose Gleim today.

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The industry is shifting toward paperless tax workflows that streamline. How do you go from a high-level concept to actual implementation? GruntWorx takes the organization and data entry process off your plate. We help you convert paper documents to searchable PDFs, directly scan those documents into your e-filing software, and more.

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NATP’s partner for the world’s first client engagement and commerce platform for businesses to streamline how they engage clients and get paid. Nearly 5,000 services firms use Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection.

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At InterWest Insurance Services, we pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. InterWest Insurance Services has been successfully insuring Tax Professionals for over 30 years. Our program is one of the most comprehensive and competitive programs available.

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Intuit Accountants focuses on helping tax professionals save time, grow their practice, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our software — Lacerte®, ProSeries®, ProConnectTM Tax Online and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide.

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JLD Tax Resolution guides you through the process of resolving your tax debt, taking over all communication with the IRS or the state and finding the best possible outcome for your situation. Let our experienced team of tax attorneys, CPAs and IRS enrolled agents take the burden off your shoulders.

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Stop chasing clients. With Liscio, you get documents and client communications quickly and securely in one simple to use app making your tax work less taxing. Client Experience 2.0 begins with Liscio.

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Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We offer FDIC-insured banking products to help you buy, build and expand your business, along with high-yield savings and CD products to grow your hard-earned money.

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As an independent organization within the IRS, the Taxpayer Advocate Service helps taxpayers resolve problems and recommends changes that will prevent problems. We offer free help to guide you through the often-confusing process of resolving your tax problems that you haven’t been able to solve on your own.

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Complete tax practice management software, combining unlimited e-signatures, document management, secure portal, task workflow, invoicing, status updates & direct messaging into one easy-to-use software. #1 mobile app for clients, and newly released mobile app for admin/users allows you to manage your clients & tax practice in half the time, whether from desktop or remotely.

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Designed for CPAs, Attorneys, enrolled agents, PitBullTax is a web-based IRS Tax Resolution Software designed to help authorized IRS representatives analyze, evaluate and prepare collections resolution cases. This software provides you with the complete cycle of works and thus reduces prep time and increases efficiency of your business.

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Private Practice Transitions is the preeminent provider of highly specialized business brokerage and consulting services.  We work exclusively with the owners of professional practices in the financial services, healthcare, legal, and tech industries who are interested in selling or buying a private practice. We have brokered hundreds of deals across the western United States.

 

Over 40,000 tax professionals have already partnered with Protection Plus to free up time during tax season. As your tax audit defense department, we step in whenever you and your clients need it most. You can request assistance for tax notices ranging from full-blown audits to more common tax notices such as CP2000s.

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You have choices, we have solutions! With Refund Advantage, we have created something uniquely different - a refund transfer program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is providing options and solutions to help the tax season run smoother for your business.

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Repositax  is a permanent shared workspace for tax preparers to invite their clients to become active participants in the tax return preparation process, including data and document gathering, features for reviewing tax returns, messaging and e-signatures.

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As a trusted provider for over 20 years, Republic Bank has always been at the forefront of this industry developing innovative programs for your business - no outsourcing here! Experience consistent support of your business through easy check printing, detailed reports, strong taxpayer advance programs, receivables assistance program, high incentives and more.

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RingCentral provides a unified cloud-based communication platform for messaging, video and phone. The company's open platform integrates with leading third party business applications, allowing users to communicate, collaborate, and connect the way they want on any device, anywhere, anytime.

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For over 30 years, we’ve been helping tax practices, like yours, grow with financial tax products and free marketing. We are chosen by more independent tax pros than any other company in the industry. In fact, 1 in 10 refunds issued by the IRS, is processed by us.

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Digitize your world with ScanSnap - It’s never been easier to digitize what matters most with our ScanSnap scanners. From important photographs to sensitive tax documents, ScanSnap helps you connect your physical and digital worlds with the touch of a button.

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Increase your client fees by 2-5x with Strategic Automated Pricing. SmartPath gives you the training, tools and templates you need to turn your valuable tax knowledge into profitable client engagements. You have the valuable knowledge and expertise - build the practice you’ve always wanted.

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SurePrep is the leader in 1040 tax productivity for tax professionals. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.

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Tangible Values has been serving tax and accounting professionals for over 40 years. We are committed to saving you money when you purchase our products and services. Whether you buy forms, folders, client newsletters, a website, digital services, marketing materials or any of our other 1,500 products, we guarantee you the lowest prices.

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We’re a tax software for every CPA, accountant, and tax professional. Our affordable, powerful, and guaranteed professional tax software has a 20-year legacy, over 20 million successful e-files, and has garnered relationships with 20,000+ professionals. In order to meet the needs of current and future tax professionals, we understand that improving our product each tax season is crucial.

 

We are experts at attracting taxpayers searching for tax pros to our site.  That's where they find you, their trusted, local Tax Pro! Our user-friendly database allows taxpayers to search for local or national providers that specialize in specific needs.

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A membership-based organization for CPAs, EAs, attorneys, and tax professionals who want to build their tax representation practices. Topics include IRS collections process, helping non-filers, criminal issues, payroll tax, debt resolutions, offers in compromise, installment agreements and more. NATP members receive a $100 discount for the first four months of a Gold Level Membership.

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Run your own accounting practice. If you are looking for a proven route to develop your own profitable accounting business and an asset for your future, a TaxAssist Advisors franchise will provide the systems and support you need to grow your business quickly and successfully.

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Voted the #1 Tax Research Product in the CPA Practice Advisor’s Readers’ Choice Awards 10 years in a row! The TTB WebLibrary is our award-winning online tax research solution; fast-answers at your fingertips. Use Client Handouts to explain tax concepts to your clients, promote your practice, and help your clients stay organized.

 

 

Quickfinder is the leading quick reference provider for tax professionals, combining high quality content with over 45 years of editorial expertise to ensure the answers you need are right at your fingertips.

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Topaz Systems, Inc, founded in 1995, provides electronic signature pads and software tools to enable the creation, signing, and authentication of electronic documents with digital handwritten signatures. Topaz has received numerous industry awards and holds more than ten patents in the field of electronic signature hardware and software.

 

 

We offer a fully-managed application hosting for Small and medium scale businesses. Our expert team is available round the clock to help you with your Accounting and Tax Application Hosting requirements. We offer affordable turnkey solutions that are fully scalable, reliable and secure.

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Versicom provides voice and VOIP solutions to tax offices. Our Tax Infoline service tells clients the status of their return and our FrontOffice VOIP solution fulfills all your phone, texting and CRM needs with features designed just for tax offices.

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Whether you prepare individual 1040, multi-state, or complex business tax returns, we have the right

professional tax software solutions to fit your business needs. We invite you to explore our full range

of tax & accounting solutions designed to drive productivity, navigate change, and improve efficiency!

 

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